Business owners who need to develop workplace retirement plans that keep costs low while offering competitive benefits to employees rely on us for help.
We act as a 3(21) fiduciary advisor on all retirement plans we service and provide:
- Fee Disclosure Comparison Report
- Full Plan Review & Design
- Fiduciary Guidance
- Investment Selection & Ongoing Monitoring
- Full Plan Implementation & Transfer
- Employee Education & Meetings
- Customized Investment Policy Statements (IPS)
Our available programs include:
- 401(k) & 403(b) Plans
- Safe Harbor 401(k) Plans
- Profit Sharing Plans
- New Comparability Plans
- Cash Balance Plans
- Non-Qualified Retirement Plans